defmodule XlsxReader do @moduledoc """ Opens XLSX workbooks and reads its worksheets. ## Example ```elixir {:ok, package} = XlsxReader.open("test.xlsx") XlsxReader.sheet_names(package) # ["Sheet 1", "Sheet 2", "Sheet 3"] {:ok, rows} = XlsxReader.sheet(package, "Sheet 1") # [ # ["Date", "Temperature"], # [~D[2019-11-01], 8.4], # [~D[2019-11-02], 7.5], # ... # ] ``` ## Sheet contents Sheets are loaded on-demand by `sheet/3` and `sheets/2`. The sheet contents is returned as a list of lists: ```elixir [ ["A1", "B1", "C1" | _], ["A2", "B2", "C2" | _], ["A3", "B3", "C3" | _], | _ ] ``` The behavior of the sheet parser can be customized for each individual sheet, see `sheet/3`. ## Cell types This library takes a best effort approach for determining cell types. In order of priority, the actual type of an XLSX cell value is determined using: 1. basic cell properties (e.g. boolean) 2. predefined known styles (e.g. default money/date formats) 3. introspection of the [custom format string](https://support.microsoft.com/en-us/office/number-format-codes-5026bbd6-04bc-48cd-bf33-80f18b4eae68) associated with the cell ### Custom formats supported by default * percentages * ISO 8601 date/time (y-m-d) * US date/time (m/d/y) * European date/time (d/m/y) ### Additional custom formats support If the spreadsheet you need to process contains some unusual cell formatting, you may provide hints to map format strings to a known cell type. The hints are given as a list of `{matcher, type}` tuples. The matcher is either a string or regex to match against the custom format string. The supported types are: * `:string` * `:number` * `:percentage` * `:date` * `:time` * `:date_time` * `:unsupported` (used for explicitly unsupported styles and formats) ### Conversion errors Cell data which could not be converted using the detected format is returned as the `"#ERROR"` placeholder. #### Example ```elixir [ {"mmm yy", :date}, {~r/mmm? yy hh:mm/, :date_time}, {"[$CHF]0.00", :number} ] ``` To find out what custom formats are in use in the workbook, you can inspect `package.workbook.custom_formats`: ```elixir # num_fmt_id => format string %{ "0" => "General", "59" => "dd/mm/yyyy", "60" => "dd/mm/yyyy hh:mm", "61" => "hh:mm", "62" => "0.0%", "63" => "[$CHF]0.00" } ``` """ alias XlsxReader.{PackageLoader, ZipArchive} @typedoc """ Source for the XLSX file: file system (`:path`) or in-memory (`:binary`) """ @type source :: :path | :binary @typedoc """ Option to specify the XLSX file source """ @type open_option :: {:exclude_hidden_sheets?, boolean()} | {:source, source()} | {:supported_custom_formats, XlsxReader.Styles.supported_custom_formats()} @typedoc """ List of cell values """ @type row :: list(any()) @typedoc """ List of rows """ @type rows :: list(row()) @typedoc """ Sheet name """ @type sheet_name :: String.t() @typedoc """ Error tuple with message describing the cause of the error """ @type error :: {:error, String.t()} @doc """ Opens an XLSX file located on the file system (default) or from memory. ## Examples ### Opening XLSX file on the file system ```elixir {:ok, package} = XlsxReader.open("test.xlsx") ``` ### Opening XLSX file from memory ```elixir blob = File.read!("test.xlsx") {:ok, package} = XlsxReader.open(blob, source: :binary) ``` ## Options * `source`: `:path` (on the file system, default) or `:binary` (in memory) * `supported_custom_formats`: a list of `{regex | string, type}` tuples (see "Additional custom formats support") * `exclude_hidden_sheets?`: Whether to exclude hidden sheets in the workbook """ @spec open(String.t() | binary(), [open_option()]) :: {:ok, XlsxReader.Package.t()} | error() def open(file, options \\ []) do file |> ZipArchive.handle(Keyword.get(options, :source, :path)) |> PackageLoader.open( Keyword.take(options, [:supported_custom_formats, :exclude_hidden_sheets?]) ) end @doc """ Lists the names of the sheets in the package's workbook """ @spec sheet_names(XlsxReader.Package.t()) :: [sheet_name()] def sheet_names(package) do for %{name: name} <- package.workbook.sheets, do: name end @doc """ Loads the sheet with the given name (see `sheet_names/1`) ## Options * `type_conversion` - boolean (default: `true`) * `blank_value` - placeholder value for empty cells (default: `""`) * `empty_rows` - include empty rows (default: `true`) * `number_type` - type used for numeric conversion :`Integer`, `Decimal` or `Float` (default: `Float`) * `skip_row?`: function callback that determines if a row should be skipped. Takes precedence over `blank_value` and `empty_rows`. Defaults to `nil` (keeping the behaviour of `blank_value` and `empty_rows`). * `cell_data_format`: Controls the format of the cell data. Can be `:value` (default, returns the cell value only) or `:cell` (returns instances of `XlsxReader.Cell`). The `Decimal` type requires the [decimal](https://github.com/ericmj/decimal) library. ## Examples ### Skipping rows When using the `skip_row?` callback, rows are ignored in the parser which is more memory efficient. ```elixir # Skip all rows for which all the values are either blank or "-" XlsxReader.sheet(package, "Sheet1", skip_row?: fn row -> Enum.all?(row, & String.trim(&1) in ["", "-"]) end) # Skip all rows for which the first column contains the text "disabled" XlsxReader.sheet(package, "Sheet1", skip_row?: fn [column | _] -> column == "disabled" end) ``` """ @spec sheet(XlsxReader.Package.t(), sheet_name(), Keyword.t()) :: {:ok, rows()} | error() def sheet(package, sheet_name, options \\ []) do PackageLoader.load_sheet_by_name(package, sheet_name, options) end @doc """ Loads all the sheets in the workbook. On success, returns `{:ok, [{sheet_name, rows}, ...]}`. ## Filtering options * `only` - include the sheets whose name matches the filter * `except` - exclude the sheets whose name matches the filter Sheets can filtered by name using: * a string (e.g. `"Exact Match"`) * a regex (e.g. `~r/Sheet \d+/`) * a list of string and/or regexes (e.g. `["Parameters", ~r/Sheet [12]/]`) ## Sheet options See `sheet/2`. """ @spec sheets(XlsxReader.Package.t(), Keyword.t()) :: {:ok, list({sheet_name(), rows()})} | error() def sheets(package, options \\ []) do package.workbook.sheets |> filter_sheets_by_name( sheet_filter_option(options, :only), sheet_filter_option(options, :except) ) |> Enum.reduce_while([], fn sheet, acc -> case PackageLoader.load_sheet_by_rid(package, sheet.rid, options) do {:ok, rows} -> {:cont, [{sheet.name, rows} | acc]} error -> {:halt, error} end end) |> case do sheets when is_list(sheets) -> {:ok, Enum.reverse(sheets)} error -> error end end @doc """ Loads all the sheets in the workbook concurrently. On success, returns `{:ok, [{sheet_name, rows}, ...]}`. When processing files with multiple sheets, `async_sheets/3` is ~3x faster than `sheets/2` but it comes with a caveat. `async_sheets/3` uses `Task.async_stream/3` under the hood and thus runs each concurrent task with a timeout. If you expect your dataset to be of a significant size, you may want to increase it from the default 10000ms (see "Concurrency options" below). If the order in which the sheets are returned is not relevant for your application, you can pass `ordered: false` (see "Concurrency options" below) for a modest speed gain. ## Filtering options See `sheets/2`. ## Sheet options See `sheet/2`. ## Concurrency options * `max_concurrency` - maximum number of tasks to run at the same time (default: `System.schedulers_online/0`) * `ordered` - maintain order consistent with `sheet_names/1` (default: `true`) * `timeout` - maximum duration in milliseconds to process a sheet (default: `10_000`) """ def async_sheets(package, sheet_options \\ [], task_options \\ []) do max_concurrency = Keyword.get(task_options, :max_concurrency, System.schedulers_online()) ordered = Keyword.get(task_options, :ordered, true) timeout = Keyword.get(task_options, :timeout, 10_000) package.workbook.sheets |> filter_sheets_by_name( sheet_filter_option(sheet_options, :only), sheet_filter_option(sheet_options, :except) ) |> Task.async_stream( fn sheet -> case PackageLoader.load_sheet_by_rid(package, sheet.rid, sheet_options) do {:ok, rows} -> {:ok, {sheet.name, rows}} error -> error end end, max_concurrency: max_concurrency, ordered: ordered, timeout: timeout, on_timeout: :kill_task ) |> Enum.reduce_while({:ok, []}, fn {:ok, {:ok, entry}}, {:ok, acc} -> {:cont, {:ok, [entry | acc]}} {:ok, error}, _acc -> {:halt, {:error, error}} {:exit, :timeout}, _acc -> {:halt, {:error, "timeout exceeded"}} {:exit, reason}, _acc -> {:halt, {:error, reason}} end) |> case do {:ok, list} -> if ordered, do: {:ok, Enum.reverse(list)}, else: {:ok, list} error -> error end end ## Sheet filter def sheet_filter_option(options, key), do: options |> Keyword.get(key, []) |> List.wrap() defp filter_sheets_by_name(sheets, [], []), do: sheets defp filter_sheets_by_name(sheets, only, except) do Enum.filter(sheets, fn %{name: name} -> filter_only?(name, only) && !filter_except?(name, except) end) end defp filter_only?(_name, []), do: true defp filter_only?(name, filters), do: Enum.any?(filters, &filter_match?(name, &1)) defp filter_except?(_name, []), do: false defp filter_except?(name, filters), do: Enum.any?(filters, &filter_match?(name, &1)) defp filter_match?(name, %Regex{} = regex), do: String.match?(name, regex) defp filter_match?(exact_match, exact_match) when is_binary(exact_match), do: true defp filter_match?(_, _), do: false end